Purchasing Resource Kit Shortcuts to SAP How to Create

							Purchasing Resource Kit | Shortcuts to SAP
   How to Create a Limit Framework Requisition.

              A description of the Framework Requisition Categories can be found on page X of the Appendix.


   1. Enter the Transaction Code ME51N.




   2. SAP will open the Create Purchase Requisition screen. Under the Document Type option, make sure
      ‘Framework requisn’ is selected.




   3. Under the Header sections, add a Header Note containing additional information for Purchasing,
      Accounting, or Central Receiving. If the Header section is not showing, click the icon to the left of the word
      Header.


   4. Next open the Item Overview section (click the icon to the left of the words Item Overview). Under the “I”
      Column enter “B-Limit” to designate this as a “Limit Framework”.




   5. Enter the Short Text for the item.


Document ID: rtc009                                  Page 1 of 3                                        Rev. Sep-07
Purchasing Resource Kit | Shortcuts to SAP
   How to Create a Limit Framework Requisition.

   6. Enter the item Quantity of 1 (one) and Unit of Measure as “AU” for Activity Unit. (Using a limit will
      automatically uncheck the Goods Receipt “GR” box for the item.)
   7. Enter the Value Price.
   8. Enter the Material Group, you will usually use G1 for Goods, Supplies & Equipment or S1 for Service. Use
      the drop-down menu for addition Material Group Options.
   9. Enter the P-Group which will always be CPO.
   10. Enter the Desired Vendor. Using the drop-down menu you can search for the desired vendor. For
       instructions how to search for a vendor refer How to Search for an Existing Vendor instructions.
   11. Enter the Delivery Date.
   12. Enter 7540 in the POrg column. 7540 will always be used as the POrg number.
   13. Enter the Storage Location. Use the drop-down menu to select the storage location if you do not know
       the short-name for the location.
   14. Verify that under the Plant column the words “Texas State University–SM” are in the cell. Plant will
       always be “Texas State University–SM”.
   15. Enter the Tracking Number. Most enter their initials and the current date.
   16. Enter the Requisitioner. The requisitioner is the person for whom the item is being requested.


              If you have more then one item, move down to the next line and repeat steps 4–17.




Document ID: rtc009                                Page 2 of 3                                          Rev. Sep-07
Purchasing Resource Kit | Shortcuts to SAP
   How to Create a Limit Framework Requisition.

   17. Click the Check icon, SAP will check your requisition for errors and bring up the item details menu. Correct
       any errors then move to the next step.




   18. Click the Account Assignment tab.
   19. Enter the GL, Cost Center, and Fund. Click the icon to the right of each cell to open the search box.




   20. If you need to enter any additional information needed for the vendor, click the Text tab. The text you
       enter here will not print out on the Purchase Order.
   21. Click the Check icon again to insure that are no errors.
   22. If there are no errors, click Save.
   23. After you have saved, the Requisition number will be displayed in the bottom left corner of the screen.
       (Note: The requisition number will begin with 14 and follow with six addition numbers: 14XXXXXX)




Document ID: rtc009                                  Page 3 of 3                                       Rev. Sep-07